Vestio Client Portal
Vestio Client Portal is a web-based application that offers end-users a personalized digitized wealth management experience. Enabling financial institutions to enhance the value provided to their customers through a flexible and custom-build dashboard. The Client Portal is integrated with Vestio, the core wealth management system, to simplify the real-time control, analysis, and monitoring of the portfolio.
Portal Features for a Unique Client Experience
White-labeled Portal for Financial Institutions
Offer end-users a branded experience of simplified investment management, accessible from any browser. The cloud-based interface is built with bank-grade security to protect end user’s sensitive financial data.
Customizable Portal Interface for End-Users
Allow end-users to customize the portal dashboard in accordance with their preferred dynamic financial data screens and reports from a wide library of analytical and reporting tools, offering a unique experience for every user.
implemented using. NET core 3.0 for back-end
for the database
with Auth 2.0 and OpenID